Client Documentation Analyst (Private Bank)

What you'll do: As a Client Documentation Analyst – Private Banking, you will be immersed in a dynamic environment where your attention to detail and collaborative approach will be essential. Your day-to-day responsibilities will involve reviewing client documentation for both onboarding new accounts and conducting periodic reviews across Singaporean and Hong Kong portfolios. You will act as a dependable resource for front office teams by providing clear guidance on documentation requirements while also managing system updates related to account status. Conduct comprehensive documentation checks during onboarding and periodic reviews for accounts managed in Singapore and Hong Kong, including private banking clients, common service providers, IAMs, and BI accounts. Ensure all submitted documentation aligns with internal policies as well as local regulatory standards, maintaining rigorous control throughout the review process. Serve as a primary point of contact for new and existing accounts by addressing operational queries, facilitating onboarding processes, managing periodic reviews, and handling various service requests. Provide strong advisory support to front office teams regarding documentation requirements, especially when there are changes in client circumstances or complex cases arise. Manage end-to-end system updates related to onboarding and periodic reviews, including account blocking where necessary to ensure compliance. Oversee the management of client notifications such as welcome letters and account PMIE notifications, ensuring timely communication with clients. Organise and produce detailed statistical reports related to client accounts upon request from management or stakeholders. Review and process tax documentation thoroughly, performing completeness checks and reasonableness assessments on all submitted tax forms. Engage proactively in process improvement activities aimed at driving efficiency gains and enhancing overall service quality within…